Wealth Planner (18-Month Contract)
VancityDelta, British Columbia, Canada
Posted March 20, 2026
75000 - 75000 CAD
Full Time
About the Company
Vancity is a member-owned credit union built on the principles of inclusion and social justice.
Job Description
Vancity is seeking a Wealth Planner to join their team for an 18-month contract. The ideal candidate will have 2 or more years of financial industry experience, a Mutual Fund License, and excellent relationship building skills. They will provide quality financial planning and advice, recommend investment products, and build and maintain a book of investment accounts.
Requirements
- 2 or more years of financial industry experience
- Mutual Fund License (CSC or IFIC program)
- Excellent Relationship Building Skills
- A solid grasp of the financial services industry
- PFP/CFP designation
Benefits
- Customizable Benefits
- Generous Vacation
- Extra Stat Holidays
- Immediate Health Coverage
- Defined Benefit Pension